SCHWAB STRATEGIC TR's ticker is SCHB and the CUSIP is 808524102. A total of 882 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 2.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,215 | +4.6% | 664,824 | +6.9% | 0.42% | +3.9% |
| Q2 2023 | $31,767 | +18.1% | 621,789 | +8.8% | 0.41% | +13.3% |
| Q1 2023 | $26,903 | +10.6% | 571,623 | +5.6% | 0.36% | +9.1% |
| Q4 2022 | $24,315 | -99.9% | 541,421 | +4.2% | 0.33% | +0.9% |
| Q3 2022 | $23,225,000 | +14.3% | 519,724 | +14.1% | 0.33% | +20.6% |
| Q2 2022 | $20,316,000 | +0.4% | 455,350 | +22.2% | 0.27% | +20.9% |
| Q1 2022 | $20,241,000 | +31.5% | 372,594 | +173.7% | 0.22% | +31.6% |
| Q4 2021 | $15,387,000 | +71.8% | 136,115 | +59.6% | 0.17% | +61.3% |
| Q3 2021 | $8,956,000 | +140.9% | 85,311 | +139.2% | 0.11% | +135.6% |
| Q2 2021 | $3,717,000 | – | 35,664 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evergreen Advisors, LLC | 2,128,850 | $101,865,479 | 37.82% |
| HT Partners LLC | 2,317,090 | $110,872,736 | 32.74% |
| Socha Financial Group, LLC | 906,165 | $43,359,993 | 27.99% |
| Strid Group, LLC | 2,432,841 | $116,411,435 | 25.70% |
| MYECFO, LLC | 671,898 | $32,150,327 | 24.11% |
| Morton Brown Family Wealth, LLC | 795,308 | $38,055,502 | 22.69% |
| Members Advisory Group LLC | 730,402 | $34,949,765 | 22.58% |
| FREEDOM WEALTH ALLIANCE, LLC | 262,221 | $12,547,289 | 18.85% |
| Hanson & Doremus Investment Management | 1,758,910 | $84,164 | 18.71% |
| AGILIS PARTNERS LLC | 857,026 | $41,009 | 18.14% |